Columbia Capital's investment advisory services provide cash management and bank consulting services to local governments. Our principal functions include: portfolio management; accounting; analysis of banking and custodial relationships; legal compliance; client service; and, economic analysis. Columbia recommends the highest quality debt issues in managing its clients' fixed income investments. We seek to avoid credit risk and view derivative securities and similar investments as inappropriate for short-term portfolios of local governments. Currently, we manage approximately $300,000,000 of short-term portfolios and qualify as a registered investment adviser with the SEC.

Asset Management

Columbia manages a portfolio of short-term investments for its government clients of approximately $300 million. Columbia is a registered investment advisor with the US Securities and Exchange Commission. Columbia has successfully served its asset management clients since 1998. Services provided include:

  • Discretionary Management
  • Non-Discretionary Management
  • Portfolio Analysis and Reporting

Bond Proceeds Reinvestment

Columbia Capital also serves municipal bond issuers as a broker for various types of investment agreements for bond proceeds. These agreements include collateralized and uncollateralized investment agreements, forward delivery agreements, and construction fund investment contracts and repurchase agreements. Columbia has brokered more than $5.7 billion of these investments since 2000.

  • Collateralized and Uncollateralized Guaranteed Investment Contracts
  • Forward Delivery Agreements
  • Repurchase Contracts
  • Debt Service Reserve Funds, Project Funds, Acquisition Funds, Float Funds and Internal Funds

Treasury Consulting

Columbia Capital provides general consulting services for its clients in the area of asset management and asset protection. Services include:

  • Investment Policy Guidelines Creation and Review
  • Analysis and Consolidation of Banking Accounts
  • Implementation of Custodial and Safekeeping Procedures
  • Appraisal of Privatization Options

Case Studies

For some illustrations of how Columbia Capital makes a difference for its clients, click here.